Clients, reviews & forms
Client cards, reviews, punch cards and health declarations
- The client card: history, notes and photosEverything about a client in one place: appointments and visits, revenue and no-shows, private notes, before-and-after photos, forms and punch cards — and search, sorting, tags.
- Adding clients and exporting to ExcelAdd a client by hand from the list or straight from a new appointment, import a client list from another system on the website, and download all clients to an Excel file — on Pro.
- Saving clients to your phone’s contactsProEvery client is saved automatically to your phone’s contacts and kept up to date — so you know who’s calling or messaging on WhatsApp. Set it up on each phone, on the Pro plan.
- Reviews: requests, replies and removalOnly clients who came to an appointment can rate you. The bot asks for a review on WhatsApp after the visit, you reply in the business’s name, and on Pro you can delete a review.
- Punch cards and treatment packagesProA punch card that fills from completed visits — each punch after your approval, with a reward at the end — and a prepaid treatment package that goes down with each visit. On Pro.
- Forms and health declarations with a digital signatureProHealth declarations, consent forms and questionnaires — sent on WhatsApp with the appointment or signed in person on a phone or tablet; the signed copy stays on file. On Pro.